Juncture Wealth Strategies, LLC First Tr Fd Dow Jones Transaction History
Juncture Wealth Strategies, LLC
- $232 Million
- Q1 2024
A detailed history of Juncture Wealth Strategies, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 9,001 shares of FDN stock, worth $1.86 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
9,001
Previous 8,663
3.9%
Holding current value
$1.86 Million
Previous $1.62 Million
14.23%
% of portfolio
0.79%
Previous 0.74%
Shares
27 transactions
Others Institutions Holding FDN
# of Institutions
540Shares Held
18.7MCall Options Held
82.1KPut Options Held
9.1K-
First Trust Advisors LP Wheaton, IL3.85MShares$798 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$333 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$230 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$217 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$181 Million0.19% of portfolio